Wealth Management Operations Associate

Pathstone

Pathstone is seeking a Client Operations support role based in Potomac, MD to assist a Client Advisory Team with daily operations and client service. The role includes preparing performance analysis, investment manager background, and client presentation materials. The ideal candidate has a Bachelor's degree and strong analytical, communication, and client-service skills. Experience in finance is helpful; AI-enabled workflows are encouraged. This position is on-site at our Potomac, MD office. #J-18808-Ljbffr Pathstone

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Vacancy posted 1 day ago

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